Filed June 10, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,534 | $72,277-10.7% | $101,248-36.3% | $79,858-19.2% |
| Participation rate | 79.5% | 68.5%+11.0pp | 75.8%+3.7pp | 69.6%+9.9pp |
| Annual return | 14.96% | 22.30%-7.3pp | 46.47%-31.5pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,559 | $2,692-42.1% | $3,660-57.4% | $2,471-36.9% |
| Participant deferral / active EE | $5,035 | $3,282+53.4% | $4,370+15.2% | $3,740+34.6% |
| Admin fee / account holder | $3,908 | $4,400-11.2% | $5,945-34.3% | $5,306-26.3% |